Member Info for BsaBantam

No comment on the visit this week? Anyone know what proportion of PFC future business comes from Saudi Arabia?

Does anyone have a view on the latest forecast from Liberum. They just increased to 1550 from around 1200 the day before. Can the appointment of two ex Carillion directors make such a difference? I guess they could pick up more contracts with these guys. But is a near doubling of the SP really likely?

Coltrane Asset Mgmt buying. They are getting close to 25%. Mr G reducing his holding too. Bid prep?

3,428,053 shares change hands on 22 Feb! Looking forward to seeing the RNS on this one.

So, Someone has exercised an option to buy 276k shares and then Spreadex reduces it's CDF exposure by around 1.5m shares. All great news as far as I can see. Anyone else have a view on what happens next?

and the same to you. Did anyone notice the RNS issued on 28th December? More confirmation that this share is well worth holding.

Mr BBD, if Daisy is really worth 1.5bn it might indicate that RCN is undervalued at its current levels.

Some useful info about HSCN. "HSCN will provide a reliable, efficient and flexible way for health and social care organisations to access and exchange electronic information. .....health and social care organisations will need to obtain HSCN compliant connectivity to support their business operations....." Source: https://digital.nhs.uk/health-social-care-network/suppliers

Mr BBD, I agree, the market does not understand the significance of this news. To some extent RCN now has a captive market because healthcare providers are more or less mandated to use the new network. I.e. a case of not if, but when customers will decide to sign up. Maybe (if / when) another data scandal story emerges I suspect we'll see plenty more contract news.

Just the sort of news we need from RCN. Looking forward to similar reports in the new year. http ://www.redcentricplc.com/news-events/news/2017/december/redcentric-delivers-live-services-to-launch-hscn-era/

Spreads back to a more normal level this morning. I am hoping the SP settles into a n increasing trend to reflect the improvement made in the last year.

Why is the margin between buy and sell around 5% today? Are the MMs expecting a rally after the misguided sell out? Frustrated because I can't buy at a good price today.

max19 - Agreed, a comprehensive statement this morning. As far as I can tell a few more customer deals should add directly to the bottom line here.....and there is a promising hint about reinstatement of the divi. GLA.

I believe that a trading update is due next week. There was also a big share transaction yesterday so another RNS in a few days I expect.

An interesting and well managed AGM this morning. No new news for me, i.e. Just a restatement of what we already know from the history on this board. The main theme was to put the past behind them and get on with winning new business. Operationally, staff turnover is not an issue (good), network and hosting capacity is sufficient for existing business and significant amounts exist for onboarding of new business (excellent) and the finance team refresh has been completed with 9 new staff with appropriate qualifications (so no more surprises). All now seems set for going forward and winning new business, so as far as I am concerned, my confidence has been restored in this team.

And today I see an OTC trade of 2m shares appearing on the London stock exchange site. Something afoot?

Mr BBD. indeed a substantial increase and yet the price continues to trend down. Market pricing is clearly an alchemy that I do not yet comprehend.

That's very interesting. Why is FF leaving now? Maybe more news coming before the AGM.

AGM Date now set for 4th Sept in London. Anyone coming along to try to get a better insight?

Member could refer to the firm or the individuals involved. I guess we'll find out in due course, but sooner would be preferable to later.